See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,339 | $75,183-59.6% | $123,892-75.5% | $55,167-45.0% |
| Participation rate | 71.5% | 72.8%-1.3pp | 81.4%-9.9pp | 69.0%+2.5pp |
| Annual return | 12.55% | 19.01%-6.5pp | 47.52%-35.0pp | 169.23%-156.7pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $8,297 | $5,084+63.2% | $5,984+38.6% | $3,054+171.7% |
| Admin fee / account holder | $5 | $663-99.2% | $8,357-99.9% | $504-98.9% |